Create a tax exemption

Goal

Register a party/item/category exemption certificate that overrides tax determination while it is active and in date.

Who it is for

Tax admin with tax.manage.

Preconditions

• Module statutory_compliance on; tax.manage.
• Optional master data ready: customer or supplier, catalog item, tax category code from the tax category catalogue.

Steps

1. Open Tax exemptions → New exemption.
2. Optionally pick party type (customers / suppliers), then a party.
3. Optionally pick an item.
4. Optionally enter a tax category code (from your tax category catalogue).
5. Set treatment: exempt or zero_rated (default exempt).
6. Enter certificate number and reason as needed.
7. Set valid from / valid to (dates) when the certificate is time-bounded.
8. Save. The API stores the row as active (is_active: true).

All scoping fields are optional; leave them blank only when a broad exemption is intentional.

Result

Toast Exemption created. The exemption is available for matching on the next determination.

Hard stops

• Invalid treatment (not exempt / zero_rated) → 422 validation.
• Bad UUID for party/item → 422.

Related

• Edit / correct exemptions
• Troubleshoot
• Tax determination